Presentation on theme: "Completing the Paperwork. The Single/Regular Payment Promise Form The Miscellaneous Payment Form The Gift Aid Envelope The Envelope/Donor Verification."— Presentation transcript:
Completing the Paperwork
The Single/Regular Payment Promise Form The Miscellaneous Payment Form The Gift Aid Envelope The Envelope/Donor Verification Schedule The Rem Slip (Remittance Advice Slip)
This is a dual-purpose form which is set-out in 5 Areas The Direct Debit mandate Regular Payment Promise Single Donation Personal Details Tax Reclaim authorisation
Complete 4 Areas The Direct Debit mandate Regular Payment Promise Personal Details Tax Reclaim authorisation What about qualification as a Steward of the Festival?
Name/address of Bank Name of account holder Account Number Branch sort code Sign and date the form in the Mandate Area
Insert the amount per payment Insert the payment frequency - monthly, yearly, or quarterly, etc Insert the start month/year Insert the number of years for which the payments should continue Insert the name and number of Lodge or Chapter to which your donation should be allocated
Here insert your name, address and telephone details Sign and date the form in the boxes at the bottom
Finally, don’t forget to tick one of the Gift Aid authorisation boxes at the lower left of the form Are there any questions concerning completion of this form as a Regular Payment Promise?
The Single Donation amount - including the Lodge/Chapter which is to be associated with the donation The Donor’s personal details Gift aid declaration
The Donation amount is entered into either of the Boxes in the Donation Area A £20 payment for a Festival Jewel should NOT be included in the Total shown on this Form
Enlarged detail of the Donation Area Upper boxes if payment accompanies the Form Lower boxes if this form confirms payment has already been made and approximate date of payment Lodge or Chapter details The Freemasons’ Grand CharityDon’t forget – payments to:
For Alms Collections Two parts to complete Retain the first part Put the second part inside the envelope with the money
Accompanies a Gift Aid Envelope collection Two people open envelopes and count/record contents Complete the Verification Schedule details Send Envelope slips, cheque and Schedule to The Grand Charity
Enter Sender details Enter Grand Lodge No. Enter the Donor’s name Enter the Amount Enter a Description